Title: The Invisible Threat: A Professional Fiduciary's Guide to Unseen Challenges in Wealth Management
Publisher: Lioncrest Publishing
Publication Date: 2024
Language: English
ISBN 10: 1544546912
ISBN 13: 9781544546919
Binding: Hardcover
Condition: As New

About this title

Synopsis

Challenge Assumptions; Change Outcomes.

Stop feeling your way through the dense fog of today's financial landscape, overwhelmed by complex and fragmented standards. The Invisible Threat uncovers the hidden pitfalls professional fiduciaries face, helping you avoid costly mistakes and make smarter decisions.

With over twenty years of experience, Matt and Joanne bring fresh insights and proven strategies to tackle the toughest challenges in fiduciary duty. They reveal how to break free from outdated habits and clear the confusion that often clouds judgment.

Discover how to identify and question hidden assumptions, embrace adaptive change, and foster effective collaboration for superior results. The Invisible Threat equips you with the tools and insights to drive meaningful improvements and confidently shape your professional journey. Transform uncertainty into clarity and steer your career toward success with newfound confidence.

About the Author

Matt and Joanne Eby are the founders of Nth Degree Financial Solutions, offering premier consulting services to fiduciary firms since 2000. Renowned for their expertise, they are the go-to consultants for resolving adaptive challenges, securing trust company licenses, implementing strategic course corrections, and navigating regulatory concerns. As accomplished speakers and presenters, Matt and Joanne excel in creating custom solutions and training programs tailored to their clients' needs. Their commitment to fostering open communication and delivering tangible value has made them trusted advisors to their clients, the communities they serve, and the industry at large. The Ebys split their time between Leawood, Kansas, and Sarasota, Florida.

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